Mary Margolis

CFP®, CPA/PFS, CDFA®,CeFT®

www.MBRfinancial.com

Biography

Principal, MBR Financial

I began as a CPA at Price Waterhouse. Although interesting work, I was dealing with the past, not the future. So when financial planning for individuals began to emerge as a profession, I saw it as a way to build on my analytic and problem-solving skills to help families make good long-term financial decisions aligned with their values and aspirations.

I was widowed at 33. I learned first- hand the pain of losing my soul mate and financial partner. Under the weight of varied emotions, I found it difficult to make good and consistent decisions. I was directionless and struggled to find purpose and reimagine what is possible. That is why I am so passionate about working with clients who are preparing for, and transitioning through, major life changes.

Making a difference is how I define success. Life transitions require thinking outside the box to move beyond the status quo. Whether anticipated or sudden, change is difficult, often in unexpected ways. Change requires a conscious mind-shift in order to take back control and forge your desired path. Each family’s situation is unique and deserves a customized and well-thought-out approach — not reactive and inconsistent decisions, or robo-generated solutions.

EDUCATION & CERTIFICATIONS
Duquesne University, BS Business Admin.
Bowen Family Systems Theory post-graduate study
CFP® Certified Financial Planner
CPA/PFS Certified Public Accountant
Personal Financial Specialist
CDFA® Certified Divorce Financial Analyst
CeFT® Certified Financial Transitionist

I love learning. Change is constant and my quest to learn enables me to better serve my clients. That is why I have pursued postgraduate study in Bowen Theory and certifications such as: CFP®, which has become the most respected standard for planners; PFS, which is the first sub-specialty of the CPA designation and establishes best practices for the technical side of planning; CDFA®, which supports clients and their attorneys with the money side of divorce; and CeFT®, which focuses on the personal side of financial transitions.

Community Service. I currently serve as a facilitator at Bo’s Place, a bereavement center offering grief support.

< BACK TO DIRECTORY